Edward Jones - Financial Advisor: Kevin Kraft

12/02/2024

With tax season quickly approaching, it's a good time to consider the tax implications of your charitable giving goals. Read these potential tax implications to consider and call me to discuss a financial strategy designed to fit your unique needs.

By planning ahead, you can support the causes you care about, and potentially realize tax benefits.

05/31/2024

Looking to finish out Financial Literacy Month strong? Whether just starting your journey or nearing retirement, check out our Content Library offering knowledge to help you gain confidence in your financial skills.

Learning the fundamentals from types of bank accounts to how they work

05/29/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

05/26/2024

2023 marked the third year of our renewed, five-year strategic alliance with the Alzheimer’s Association. Our continued support will enhance care and support programs, provide educational materials, fund critical Alzheimer’s research, impact early detection, and enhance care and access to Alzheimer’s resources for underserved individuals and communities.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4aB2cVV

05/24/2024

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

See Edward Jones' tips when buying CDs.

05/22/2024

At Edward Jones, we understand that retirement looks different for everyone. We work with our clients to help them understand their options, developing and implementing strategies based on individual goals and mindsets, throughout their savings years and while living in retirement.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4dS6Rpf

05/20/2024

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

https://bit.ly/4arXmui

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

05/18/2024

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

05/16/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

05/14/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

05/12/2024

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

05/10/2024

As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Watch this webinar live on May 22 at 3 p.m. CT or on demand after.

Wednesday, May 22, 2024 at 3:00 PM Central Daylight Time.